Wealth Plan Partners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 10,205 shares of SCHI stock, worth $468,511. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,205
Previous 11,803
13.54%
Holding current value
$468,511
Previous $525 Million
14.3%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding SCHI
# of Institutions
191Shares Held
135MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$5.5 Billion1.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.95MShares$182 Million4.73% of portfolio
-
Envestnet Asset Management Inc3.69MShares$169 Million0.06% of portfolio
-
Raymond James & Associates St Petersburg, FL982KShares$45.1 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6594KShares$27.3 Million0.01% of portfolio